FVILX Mutual Fund

NAV$6.39

AUM$465,939.56

TER1.01%

Holdings40

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FVILX Mutual Fund

NAV$6.39

Forester Value Fund I - Share

AUM$465,939.56

TER1.01%

Holdings40

See inside every fund you own

$99/yr Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare FVILX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings FVILX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FVILX Mutual Fund Overlap Analysis

FVILX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

FVILX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 40 holdings, FVILX may share significant positions with broad-market funds.

FVILX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FVILX tax-loss harvesting finds highly correlated but non-identical funds.